Expense policy template

Ready-to-use policy document for company spending

Get this simple expense policy template, ready to update and tailor to fit your growing business.


A formal expense policy helps the senior leadership team figure out how team members should spend company money. And staff won't have to bother the CEO or finance team every time they need to make a payment.

A formal, written down expense policy is vital for any business. This template gives you a clear outline and lets you fill in the gaps as best suits your business.

The goal is to help you craft a policy that works for everyone in the business, and doesn't take weeks of work. In fact, it doesn't take long at all.


This template includes instructions for:

  • Out-of-pocket expenses
  • Company card payments
  • Travel expenses
  • What counts as a valid receipt

And plenty more. Download it now and share with the whole team!